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Financial Architects (New Jersey)’s Yelp YELP Stock Holding History

Financial Architects (New Jersey)’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-50
Closed -$2K – 1499
2019
Q1 		$2K Hold
50
– – ﹤0.01% 1340
2018
Q4 		$2K Sell
50
-50
-50% -$1.91K ﹤0.01% 1237
2018
Q3 		$5K Sell
100
-150
-60% -$6.55K ﹤0.01% 1236
2018
Q2 		$10K Buy
+250
New +$10.8K ﹤0.01% 997
2017
Q1 		– Sell
-150
Closed -$6K – 1639
2016
Q4 		$6K Buy
+150
New +$5.54K ﹤0.01% 1135
2016
Q3 		– Sell
-400
Closed -$12K – 1510
2016
Q2 		$12K Buy
+400
New +$9.73K ﹤0.01% 930

Other funds holding YELP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Financial Architects (New Jersey)'s YELP Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of Yelp (YELP) in Q2 2019, closing a stake of 50 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in YELP in Q2 2016 and held it in 6 quarters. The position peaked at $12K in Q2 2016. 240 funds tracked by Wall St. Rank hold YELP as of Q2 2019.

  • Financial Architects (New Jersey) reported no remaining Yelp position as of Q2 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 50 Yelp shares in Q2 2019, an estimated $2K.
  • Financial Architects (New Jersey) first reported a position in Yelp in Q2 2016 and held it in 6 quarters.
  • Financial Architects (New Jersey)'s Yelp position peaked at $12K in Q2 2016.
  • 240 funds tracked by Wall St. Rank held Yelp as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.